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salesforce shares owned by Integrys Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Integrys Wealth Advisors from 13F filings

Historical chart of Integrys Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Integrys Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $229k 1.1k 202.78
2023-06-30 $239k 1.1k 211.26
2023-03-31 $231k 1.2k 199.78

More positions owned by Integrys Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Abbvie (ABBV)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Integrys Wealth Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
UBS Group
Invesco

View all funds holding salesforce